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Will you be Psychologically Ready to Retire?

Will you be Psychologically Ready to Retire?

Will you be psychologically ready to retire? If you're approaching retirement, you probably have a checklist for your countdown to the big day. Do I have enough saved for a long, financially secure retirement? Check. Did I file the right paperwork at the office?...

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How to Choose the Right Investments

How to Choose the Right Investments

When you have excess cash flow and assets to invest, you can choose from a vast number of different types of investments. This can be a daunting task. There are so many options, and in many cases, they're very complex. In addition to understanding how different...

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Investment Planning for an Uncertain World

Investment Planning for an Uncertain World

Turn on the prime-time news on any given day. Pull up your favorite newspaper on your tablet. No matter how you get your news, chances are good that one of the top stories will relate to emerging risks around the world. It might b strife in the Middle East. Or you'll...

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Planning for the Long Long Term

Planning for the Long Long Term

Looking to implement a financial plan? For most people, this includes making decisions with the long term in mind. However, the definition of "long term" tends to vary. It can depend on factors like age and individual and family goals. However, it’s safe to say that...

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Zeroing In On Mutual Fund Expenses

Zeroing In On Mutual Fund Expenses

Zeroing In On Mutual Fund Expenses. Investment options continue to expand and competition for investment dollars increases. In light of this, the mutual fund industry is coming under increasing scrutiny for the expenses charged in many mutual funds. With the advent of...

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The Infidelity of Financial Affairs

The Infidelity of Financial Affairs

The Infidelity of Financial Affairs. For centuries we've known that men are bigger cheaters than women. It seems that men, by their very nature, are more inclined to hide their infidelities and risk their relationships. Now we learn that women can be bigger cheaters...

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What’s Your Risk Management Plan?

What’s Your Risk Management Plan?

What’s Your Risk Management Plan? Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability, or the premature death of a family breadwinner, which is why the most important component of...

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Investors: Beware of the Herd

Investors: Beware of the Herd

Investors: Beware of the Herd If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of wildebeest moving across the plains of Africa in search of a fresh feeding area. It’s magnificent to watch. Of course,...

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Determining Your Risk Tolerance

Determining Your Risk Tolerance

Determining Your Risk Tolerance. Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume to achieve your most important objectives. More precisely, your risk tolerance is based...

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Your Protection Strategy Needs a Legal Foundation

Your Protection Strategy Needs a Legal Foundation

Your Protection Strategy Needs a Legal Foundation. Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of a legal system that doesn’t necessarily share your objectives. Absent specific, court-sanctioned...

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Asset Allocation = Risk Allocation

Asset Allocation = Risk Allocation

Asset Allocation = Risk Allocation. While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally is not likely to make people forget...

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How to Build a Realistic Budget and Stick With It

How to Build a Realistic Budget and Stick With It

At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis. Businesses have profit goals, and families have savings goals,...

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Cyber Thieves Stepping up Phishing Attacks

Cyber Thieves Stepping up Phishing Attacks

Based on the latest statistics, identity thieves and cyber-fraudsters are stopping at nothing in their pursuit of your sensitive information and your money. According to Anti-Phishing Working Group Inc., phishing attacks are increasing at an alarming rate, with as...

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Elections and the Stock Market: Much to Do About Nothing

Elections and the Stock Market: Much to Do About Nothing

It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction. On one hand, the performance of the stock market during the two months leading up to the election has...

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